Cap table management,
simplified
Effortlessly manage all of your equity from inception to IPO. Track your investors, manage your stock option plans and model future funding rounds, so you can have complete control of your company’s ownership.
Your cap table management
solution
Simplify investor and stock plan management with our straightforward
and intuitive experience.
Features
Cap table management
Streamline.
Digitize. Grow
The Capitalization ‘Cap’ Table is the very DNA of your company and contains everything a potential investor needs to know about the ownership. The more your company grows, the more complicated this becomes. An accurate cap table means a solid foundation for growth.
Stock plan management
Employee stock options simplified
Whether you issue stock options, restricted stock or other equity awards, we have you covered. Our stock plan functionality provides everything you need to incentivize your team.
Round modeling
Facilitating your fundraising needs
Run multiple investment scenarios simultaneously, to understand the impact of dilution on all your stakeholders. Bring transparency to the conversion of Convertible Notes or SAFEs, and model top-ups to your option pool.
Employee Access
Engage your
employees
Your employees get access to see what they own, when it vests and any actions that are required from them.
Vesting
The complex, simplified
Manage the vesting schedules across all your plans, grants and share issuances with a simple interface. View at a plan level, grant level and from an employee perspective, giving you full control over all your vesting requirements.
Grant acceptance workflow
Customizable
to suit you
Take your grant acceptance workflow online with simple drag and drop fields. Create the approval process that works for you. Give employees the power to accept their grants online and see the benefit as your company grows.
Compliance and admin made easy
Get complete control at your fingertips. Keep track of issuing grants and awards, managing vesting schedules and terminations.
Scalable
Go from private to public, local to global, in one system. This is cap table management and administration simplified, meaning when the time comes, if you decide to take your company through a liquidity event, and beyond, you’re covered.
Access to JPM services
Gain access to a suite of wider J.P. Morgan offerings, such as Banking, Funding and Wealth Management if and when the need arises.
Engagement and retention
Attract, retain, reward. Stand out from competitors to engage and motivate the top-quality staff that you’ll want onside to help your business succeed, by giving them a genuine stake in your company’s future.
Excellent customer care
We’re proud of our customer service model and don’t outsource our sales support.
Partner with Workplace
Solutions
We empower businesses across the world to unlock the benefits of employee
equity and access new growth opportunities, while delivering exceptional value to
your clients and network.
Product FAQ
-
What about 409a valuations?
We can support 409a valuations for determining fair market value (FMV) for stock options and other equity-based compensation. This will help you to stay complaint with IRS regulations and help your company and employees avoid potential tax penalties.
-
My company uses the Workplace Solutions cap table management product. How do I login?
To access our cap table management product for private companies as an administrator, shareholder or stock plan participant click here
-
What if I have multiple types of stakeholders?
As the administrator you can manage user access levels for your different types of stakeholders, e.g. investors, employees. This means people can only see the information that’s relevant to them.
-
How many participants can I have on one account?
The sky’s the limit. Our custom plans have unlimited participant allowances, so whether it’s a small cohort of staff or an all-employee plan we can find an option to meet your equity needs.
-
How can I find out what platform might best suit my business?
Our cap table platform is suitable for start-ups, small business and private companies only. It is a self-service plan. You get access to our platform, and your stakeholders (employees and/or investors) get role-based access so they can see their shares, exercise their options and more. We also have a platform that is suitable for private and public companies who want to fully outsource the management of their employee share plans to our certified equity professionals.
-
I have employees based in numerous countries all over the world. Is Workplace Solutions suitable?
Yes. Workplace Solutions specializes in working with global companies and we have clients from all over the world, so our platform is suitable no matter what region you’re based in.
-
Do you have modeling calculators?
Yes, the scenario modeling feature within the cap table allows you to test various scenarios so that you can explore the outcome of potential fundraising rounds. Run, name, duplicate, and save multiple scenarios simultaneously. Break up proposed investments among new and existing investors and display the percentage change in equity ownership across each stakeholder line.
Choose the best pricing
for your business
-
Features included:
Up to 100 stakeholders
Cap table management
Share plan management
Employee and investor portal
Concierge onboarding
Scenario modeling
Documents library
409A valuations**
ASC 718 reporting**
-
Features included:
Unlimited stakeholders
Cap table management
Share plan management
Employee and investor portal
Dedicated customer success manager
Concierge onboarding
Scenario modeling
Documents library
409A valuations**
ASC 718 reporting**
* Monthly or annual: Choose the payment subscription model that works best for your company.
** offered through our partners
Related insights
-
What’s a 409A valuation and why do you need one?
April 23, 2025
